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Wells Fargo
WFC

Overview Fund Activity

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$684M
2
BTS
BB&T Securities
Virginia
+$561M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$428M
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$397M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$372M

Top Sellers

1
SAM
Securian Asset Management
Minnesota
-$2.94B
2
Morgan Stanley
Morgan Stanley
New York
-$768M
3
State Street
State Street
Massachusetts
-$667M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$266M
5
American Century Companies
American Century Companies
Missouri
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
451
Deere & Company
Illinois
$19.2M -$883K -16,230 -4%
MI
452
Markston International
New York
$19.1M -$2.25M -41,404 -11%
SIM
453
Sentry Investment Management
Wisconsin
$19M +$1.42M +26,100 +8%
SIP
454
Stoneridge Investment Partners
Pennsylvania
$18.9M +$1.25M +22,958 +7%
RC
455
Randolph Company
Ohio
$18.8M -$476K -8,759 -2%
MCC
456
Mid Continent Capital
Illinois
$18.5M +$317K +5,825 +2%
WT
457
Whittier Trust
California
$18.5M +$994K +18,267 +6%
GP
458
GLG Partners
United Kingdom
$18.4M -$7.16M -131,578 -28%
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$18.4M -$941K -17,300 -5%
Truist Financial
460
Truist Financial
North Carolina
$18.3M +$8.91M +163,846 +95%
FTIOP
461
Fiduciary Trust International of Pennsylvania
Pennsylvania
$18.2M +$296K +5,433 +2%
ECM
462
Estabrook Capital Management
New York
$18.2M -$871K -16,008 -5%
BSA
463
Braun Stacey Associates
New York
$18.1M -$136K -2,504 -0.7%
CPSAC
464
Chas P. Smith & Associates (CPS)
Florida
$17.9M +$101K +1,863 +0.6%
CWP
465
Capital Wealth Planning
Florida
$17.9M -$1.31M -24,152 -7%
FIM
466
Frontier Investment Management
Texas
$17.9M +$192K +3,477 +1%
LCM
467
Laurion Capital Management
New York
$17.8M +$17.8M +327,971 New
Toronto Dominion Bank
468
Toronto Dominion Bank
Ontario, Canada
$17.8M -$4.05M -74,531 -19%
CIM
469
Confluence Investment Management
Missouri
$17.8M +$448K +8,242 +3%
NG
470
NatWest Group
United Kingdom
$17.3M -$18.6M -342,199 -52%
KRS
471
Kentucky Retirement Systems
Kentucky
$17.2M -$1.92M -35,344 -10%
Thrivent Financial for Lutherans
472
Thrivent Financial for Lutherans
Minnesota
$17.2M +$200K +3,675 +1%
GC
473
Guardian Capital
Ontario, Canada
$17.1M -$613K -11,269 -3%
BAM
474
Berkshire Asset Management
Pennsylvania
$16.9M +$539K +9,910 +3%
First Trust Advisors
475
First Trust Advisors
Illinois
$16.8M -$5.2M -95,524 -24%
17 18
19
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